Getting Started

Company Name*

Company URL

First Name*

Last Name*

Your Email*

Referred By

Thanks for taking the time to fill out this form; it will greatly assist us in developing the best materials, messaging, and strategy for your company. If there are sections you can’t answer, don’t worry, just fill out what you can. If there are sections you feel are answered by another document, please let us know and/or attach the document to this survey; there is no reason to reproduce information you have already developed.

Please give a brief description of what your company does (what do you tell your Mother your company does?)

What are your goals for the short and mid-term? (6 – 18 months)

Please give a brief description of what your company does (what do you tell your Mother your company does?)

Long term? (e.g. acquisition, public offering, stay private and grow, etc.)

What are the major strengths and weaknesses of your company?

What are the key messages you want to communicate about your company?

What metrics are you using to define success?

What volume of sales is required in the next 6 months, year, and two years?

Briefly describe your business model (e.g. direct sales, distribution, channel sales, partnerships)?

What other companies in your space are doing a good job of marketing?

Your Market Environment

Who are the major players in your market space? Think about competitors, potential partners, service providers that are known influencers in your market space.

Who are the minor players? Think about smaller companies that may be up-and- coming.

When you lose business, to what company or companies do you typically lose?

When you win?

Today, who are the primary users of your product/service?

Where do you see the market going, in the short term?

What press covers this space? What are the major publications?

Who are the primary analysts?

Are there other types of organizations doing research into the market-space?

Other key writers influencing the market (e.g. bloggers)?

Your Product or Service

Briefly describe your product/service (what do you tell you Mom about it?)

How is it priced?

What are your product plans for the short- and mid-term?

What are the strengths and weaknesses of the product/service?

What are you technological differences?

What are the major verticals you see being the primary consumers of your product/service?

Who are the key players in each of those verticals?

Are there companies already servicing those verticals with a similar product/service?

What are the key messages you want to deliver to the market?

Are there 600 lb. gorillas that are likely to cause a sea change in the short or mid- term (e.g. MS or Google)?